The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap! episode artwork

EPISODE · Aug 16, 2025 · 27 MIN

The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!

from The Real Eisman Playbook · host Steve Eisman

In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head into the fall.    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.    Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.    Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head into the fall.    Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1    Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https://linktr.ee/realeismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place.    Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.    Copyright ©2025 Steve Eisman Learn more about your ad choices. Visit megaphone.fm/adchoices

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The U.S. Sets an Unprecedented AI Chip Agreement with China | The Friday Market Wrap!

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This episode was published on August 16, 2025.

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In this week's episode of The Weekly Wrap, Steve Eisman breaks down an unprecedented U.S. deal taking 15% of Nvidia and AMD's China AI chip sales. Plus, he presents updates on tariffs, sector shake-ups, and the companies to keep an eye on as we head...

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